IWA
Independence Wealth Advisors’s iShares International Select Dividend ETF IDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-56,281
| Closed | -$1.41M | – | 16 |
|
|
2020
Q2 | $1.41M | Sell |
56,281
-270,835
| -83% | -$6.8M | 3.4% | 8 |
|
|
2020
Q1 | $7.39M | Buy |
327,116
+8,179
| +3% | +$185K | 8.89% | 4 |
|
|
2019
Q4 | $10.7M | Buy |
318,937
+1,607
| +0.5% | +$53.9K | 10.4% | 2 |
|
|
2019
Q3 | $9.76M | Sell |
317,330
-10,224
| -3% | -$314K | 10.29% | 2 |
|
|
2019
Q2 | $10.1M | Buy |
327,554
+27,126
| +9% | +$833K | 9.92% | 2 |
|
|
2019
Q1 | $9.27M | Buy |
300,428
+66,916
| +29% | +$2.06M | 10% | 3 |
|
|
2018
Q4 | $6.7M | Sell |
233,512
-82,870
| -26% | -$2.38M | 8.06% | 4 |
|
|
2018
Q3 | $10.3M | Sell |
316,382
-7,591
| -2% | -$248K | 10.46% | 2 |
|
|
2018
Q2 | $10.4M | Buy |
323,973
+15,826
| +5% | +$507K | 10.79% | 1 |
|
|
2018
Q1 | $10.2M | Sell |
308,147
-3,277
| -1% | -$108K | 9.4% | 2 |
|
|
2017
Q4 | $10.5M | Buy |
+311,424
| New | +$10.5M | 9.62% | 2 |
|